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65 results found

  1. Direct Debit - prompt that DD will be removed when deleting a contact

    I had a tenancy with a duplicate contact. I deleted one contact which happened to be the contact attached to the direct debit. I think there should be a pop up notification to let you know the direct debit will be deleted along with the contact.

    3 votes

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    0 comments  ·  Profiles  ·  Admin →
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  2. Update tags in bulk

    We'd like to be able to update profile tags in bulks, at the moment we have to go into each individual profile to do this. Would be much easier to do this in a list format

    1 vote

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  3. Generate a report with Owner, Property and Tenant information

    Ability to generate a report with owner, property, tenant and property manager on one report

    1 vote

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    0 comments  ·  Search, Filters and Reports  ·  Admin →
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    Released  ·  AdminAngela Sutton (Admin, MRI Software) responded

    The May release included new Reporting and Data Extraction Capabilities delivered through Property Tree Business Insights. It will be available to all Property Tree Customers at no additional cost. 


    The capability allows a User with access (which is to be granted by a company Administrator) to do the following: 

    • Select fields needed 

    • Set required filters 

    • Save the mentioned above Custom Data configuration/Report for further use • Rename Custom Report or Save As a new Report 

    • Extract the Data 


    The new capabilities will apply to almost all data points related to Property, Ownership, and Tenancy profiles.(Including their Contact and Portal Status).

  4. Receive email replies back into PropertyTree

    Currently only Portal messages are received, we want to have the option to be able to have emails come back into PropertyTree as save against the contact rather than our external emails

    1 vote

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    0 comments  ·  Communications  ·  Admin →
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    Released  ·  AdminAngela Sutton (Admin, MRI Software) responded

    The May release introduced the Communication Platform  which brings all email communications back to the original source it was sent from and centralises Tenant, Owner and Agent communications into a single email inbox

  5. New look creditor batch payment needs creditors in alphabetical order

    I noticed you changed the Creditor Batch Payment to reflect the property addresses, which is great! However the actual creditors are not in alphabetical order, which actually makes it slower to reconcile. If the creditors were in alphabetical order, this would be so much easier and more time efficient

    0 votes

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